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SMA: SMA (STOCK)
Basic Info 30.91 0.15(0.49%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/02/2025 |
| Last Dividend Date: | 05/29/2026 |
| 12-Mo. Yield | 4.76% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | Since 04/02/2025 |
2025 | |
|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 2.5 | -11.1 | 0.2 | -2.2 |
| Sharpe Ratio | NA | 0.11 | -0.52 | -0.1 | -0.25 |
| Draw Down(%) | NA | 14.4 | 21.8 | 21.8 | 20.6 |
| Standard Deviation(%) | NA | 30.9 | 26.4 | 26.1 | 23.0 |
| Treynor Ratio | NA | 0.04 | -0.2 | -0.06 | -0.22 |
| Alpha | NA | -0.03 | -0.1 | -0.03 | -0.04 |
| Beta | NA | 0.87 | 0.68 | 0.4 | 0.26 |
| RSquared | NA | 0.16 | 0.11 | 0.08 | 0.05 |
| Yield(%) | N/A | 2.2 | 4.4 | N/A | 3.7 |
| Dividend Growth(%) | N/A | -45.1 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/2025
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